Summit Financial Partners

Summit Financial Partners

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Photos from Summit Financial Partners's post 09/16/2021

The SFP Boston Sunset Dinner Cruise was a huge success! The SFP Family came together in stormy weather and enjoyed a night of fun, food and lots of laughs. The band "Closing Time" led to some fancy footwork on the dance floor which washed away those rainy day blues!

07/12/2021

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

www.summitfinancialpartners.org

07/09/2021

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

www.summitfinancialpartners.org

07/05/2021

Are you worried about outliving your retirement savings? You are not alone.

www.summitfinancialpartners.org

07/02/2021

Assets minus liabilities = net worth. When was the last time you calculated yours?

www.summitfinancialpartners.org

Long-Term-Care Needs 06/23/2021

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

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Woburn, MA

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm
Saturday 8am - 12pm